• views: 49
• date: 22 May 2026
• posted by: voska89

What you'll learn

Write Excel Copilot prompts in edit and chat modes. Edit mode allows Copilot to create new worksheets with tables, charts and data insights.
Find the top clients and products for the best month with Copilot doing all the hard work. Not even need of Pivot Charts and Tables. Clear data insights.
Customer product segmentation --> Pareto chart
Inventory rotation and risk of loss due to expiration date
Sales trends over time. Find the seasonal products and clients using Copilot prompts

Requirements

Basic Excel
Basic knowledge of business data like sales and customers

Description

Learn how to write COPILOT prompts to get business insights and identify the main products and clients that generate gross revenue and profits with Pareto analysis. COPILOT automatically identifies what the risks of a product's expiration date are. Get the seasonal trends, sales of products, and clients to focus on promotion.
Segment Customers and products by revenue writing prompts like "I have sales data with Customer (Name), Product Name, and Total Line Amount. Analyze how revenue is distributed and identify if a small group of customers or products generates most of the revenue. Explain the concentration and what it means for the business." Use Prompt: "Analyze Product Name, Quantity, Unit Price, and Total Line Amount. and Profit Amount. Identify which products are high-revenue vs high-volume and explain the difference in business terms." to get High-Revenue & High-Volume Products, High-Revenue & Low-Volume Products, and Low-Revenue & High-Volume Products.
Find the inventory rotation and risk of loss due to expiration date management with a prompt like "Using Product Name, Production Date, Expiration Date, and Invoice Date, analyze if products are being sold efficiently before expiration. Identify potential waste or slow-moving inventory."
Get the seasonal Sales Trends Over Time asking "Using Invoice Date and Total Line Amount, and profit amount analyze how revenue evolves over time. Identify trends, seasonality, and any unusual peaks or drops. Explain possible business reasons behind these patterns."

Who this course is for

Business analysts and managers who want faster ways to discover sales and profit insights
Sales and marketing professionals who need to identify seasonal trends, top clients, and high-performing products
Anyone who wants to write effective Copilot prompts to automate reports, charts, and business insights without advanced coding skills




   
   
   

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